MCM

Marathon Capital Management Portfolio holdings

AUM $437M
1-Year Est. Return 13.23%
This Quarter Est. Return
1 Year Est. Return
+13.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$363M
AUM Growth
+$12.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$5.29M
2
+$2.97M
3
+$1.29M
4
INVE icon
Identive
INVE
+$1.09M
5
SSYS icon
Stratasys
SSYS
+$557K

Top Sells

1
+$4.59M
2
+$4.49M
3
+$2.91M
4
AAWW
Atlas Air Worldwide Holdings, Inc.
AAWW
+$2.47M
5
DFS
Discover Financial Services
DFS
+$2.22M

Sector Composition

1 Financials 35.19%
2 Technology 20.38%
3 Healthcare 10.71%
4 Industrials 9.28%
5 Energy 6.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-10,000
152
– –
-7,500
153
– –
-27,250
3 4 5 6
7